Living Trust Forum

Welcome to the Living Trust Forum. Our goal is to give people a place to gather (virtually) and discuss living trust and estate planning topics of interest. A thoughtful and intelligent sharing of ideas will benefit everyone and help us all understand living trusts better.


Some of the hot topics discussed here have included don't do your own living trust; create a financial legacy; and attorney website builder.


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This is a public forum; anyone may contribute. So, you can never rely solely on anything said here. You should conduct your own independent research. However, it is also the very accessible and public nature of this forum that encourages accuracy because things written here are viewed by many people who have the opportunity to comment on what's said.


Over time, the best living trust and estate planning ideas should rise to the top and if an idea is not good, that should also become obvious based on what others have to say about it.


In the end, it's all about the living trust community sharing information and experience about living trusts and estate planning.


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What Other Visitors Have Said

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Should We Amend or Revoke Our Living Trust 
If we already have a living trust and want to create a new, simplified living trust, is it best to revoke and start from scratch, or amend? We have …

Set up AB Trust (Bypass Trust) as a Testamentary Trust 
Are there advantages to setting up an AB Trust (also known as a bypass trust, exemption trust, or family trust) as a living trust vs. a testamentary trust? …

Getting Brokerage and Bank Accounts into AB Living Trusts 
Husband’s and Wife’s assets are great enough to be subject to estate taxes, so they have a living trust AB Trust (also known as bypass or family trust). …

Should I put my jointly owned house in my individual living trust? 
My partner and I both own a home in CA. Both of our names are on the deed document. I understand that if one of us dies, the house is then wholly owned …

Wife & I want to buy the house from our 90 year old parent. 
What is the best way to buy a house on a 10 year payment plan from my wife's 90 year old father? THE CONCERNS: His total net worth is $200K in Arizona. …

The trustee of the family trust was suffering a diagnosed senior dementia 
My mother & father established a family trust in the 70's. Dad passed away short time later leaving mother who over time dropped in to a state of mental …

Funding a Trust 
What is the value limit on funding a trust?

Force a sale 
I am co-trustee in an irrevocable trust. I have paid over $67.000.00 to him and about 15.00.00 in home restoration. The trust says we are both equal owners. …

What Happens to Trust Assets When Successor Trustee and Beneficiary Dies?  
My aunt is Successor Trustee of my deceased grandmother's estate. My grandmother has a revocable trust and everything is supposed to be divided between …

Only One Named Beneficiary Required for Non-IRA Trust Dividend and Income?  
I understand that a trust need name one distinct beneficiary for an IRA to pass through it so that the lifetime expectancy of that beneficiary can be used …

Trustee selection and options for perpetual charitable living trust  
If I set up a living trust who should I name as the body to see that things go correctly? I have no close relatives. I can place substantial assets into …

Trust Amendment 
Does a trust amendment need to be notarized in CA?

Will, Trust or Both? 
I just want to see if this forum would be helpful to me for deciding what I need, will or trust or both?

How Beneficiary Get Trustee To Distribute Assets? 
How do you get successor trustee, to transfer Title to property, that beneficiary's are not selling. The Trust calls for outright distribution of assets. …

What's enough property to warrant a Living Trust?  
I have been doing a lot of research on living trusts. Throughout this literature I find they say essentially the same thing: use a living trust if you …

Looking for ideas on how to divide assets in writing a trust 
My husband & I are having trouble dividing our assets in writing a trust. We don't have children. I'd rather not include my niece & nephew since there …

contesting a major amendment to a revocable trust? 
Don't know where to start, much less what needs to be done if anything can be done still to contest a major amendment made to the trust during a questionable …

Living trust and disabled children? 
Hi, I'm helping my Mom in planning her estate now and after death A major question has arisen concerning both wills and living trusts. Both my …

Living trust legality vs Will 
If a person has made a will, then becomes disabled through dementia and the care provider says they were made executor, can they then change and set up …

When to update a living trust?  
My wife and I established a living trust in 2000. Would there be any reason for us to see an attorney to update the trust? The only change in our situation …

Bank account not in the Trust & must go through probate, any advice ? Not rated yet
Hello, My dad had a Bank account that my sister had the ability to write checks from. She said the bank called it a power of attorney (POA) account. …

Banks seem to refuse spirit of Trust Account instructions Not rated yet
My mother recently passed. She was very savvy and didn't want her estate to go to probate. To which end as she was dealing with cancer she essentially …

My brother has the same name as my father ... Not rated yet
My parents said they have a Living Trust and they're finally going to give me a copy. I've never really asked. But the troubling thing to me is that my …

NOW CASTING FOR ESTATE PLANNING TV PILOT Not rated yet
If you are 60 years of age and over (or know someone who is) you can take part in a life-changing new TV series. Would you like help planning your will? …

Click here to write your own.

Trustee Not Distributing Assets  Not rated yet
My brother, sucessor trustee is not distributing assets outright like trust instructions say to do. Instead he is holding on to my cash distribution …

Father just died! Not rated yet
My father died recently and left everything in a trust. I am sure I was disinherit. How soon after death must a trust be read. thanks Editor's …

Need to find a trust Not rated yet
My mom died in 1993 and it was just brought to my attention that she had a trust and left me and my sister money. Turns out my uncle cashed in the trust …

Trust Money Gone; Now What Should We Do?  Not rated yet
I wasn't told about being part of my mothers & her husbands trust until 7 months after he died (my mom died 10 years ago). And this is only because his …

Problems with Trust Tax Return Not rated yet
I was asked to help a Trustee pull together their records and provide schedules for the purpose of filing their annual trust tax return. I have prepared …

Search for living trust files on record Not rated yet
Our uncle died 7-20-08 and we found his 1994 living trust but want to locate a more current version, if there is one. So far all the leads to attorneys …

Co-trustee force to sale Not rated yet
My brother and I are co-trustees of a house my dad left us. I have been living here for 4 years. I have spent about $20,000 in repairs to the house, and …

Successor Trustee as Living Trust Claimant Not rated yet
My sister, the successor trustee of my parents' living trust upon their simultaneous deaths in CA in Nov 2007, is claiming that the Trust owes her $158000 …

Three Of Us -- Joint Living Trust Trustees? Not rated yet
Can my wife and I and a friend make a JOINT LIVING TRUST whereby all three of us could act as TRUSTEE? Editor's Note: Of course we can't offer …

Can Financial Planners Do Living Trusts? Not rated yet
I went to a free dinner last night put on by a local financial planner. I was surprised when they started "pitching" living trusts. So, I did some research …

Click here to write your own.



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